Follow-up vs Tran log with follow-up
I'm wondering what other agencies do about follow-ups: do you do a follow-up so you or any staff person can add to it with notes and close it out when it is complete or do you do a tran log and keep doing a new tran log with follow-up conversation? I am finding that my tran logs and follow ups are a jumbled mess!



We use the same tranlog. We
We use the same tranlog. We reguire that when they add something, they start at the top of the existing tranlog with the date, their comments and then initials. This way anyone sees the most recent item on top when they open it and know who did what as you scroll down and read it. Depending on the circumstances, we have them change the tranlog category as they do this. For example, we might start out with an endorsement reguest to a CSR. After they process it they might change it to endorsement efiled and then when it comes back, to closed. This is beneficial when trying to find the efiled item as it only has one tranlog date for that category. Hope this helps.
This sounds incredibly
This sounds incredibly helpful. How do you edit a single TranLog?